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CCH Software User Documentation

Adding an Assignment Template to a client record - TO BE DELETED

Assignment templates define day-to-day work that a practice carries out as professional services offered to clients. Assignment templates are maintained in the application so that they can be used to quickly set up the work to be done for clients.

Set up work using an Assignment Template

  1. Find the Client.

  1. In the Client window, click the Assignments tab.

  2. Click Add from template under Assignment in the Task Bar.

  3. OPTIONAL: Select the type of assignment wanted from the drop-down list in the Assignment Template Group field.

  4. Select the check box beside the Assignment Type template that you want to add.

  5. Add a Job if necessary

  6. Click OK.

  7. The new assignment is added to the list in the Assignment tab of the Client record.

  8. Click OK to close the Client Page.